Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jurgens is a financial advisor with over 30 years of experience. Donald is registered to provide investment advice in Florida and is currently employed by Empower Advisory Group, LLC, a firm that has offices in Greenwood Village, CO and Ponte Vedra Beach, FL. Prior to joining Empower Advisory Group, LLC, Donald was employed by ICMA-RC SERVICES, LLC, Northern Trust Securities, Inc., American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Donald is also a board treasurer for the Spinnakers Reach II Condo Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/31/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
DC
09/17/2002 - 06/13/2014
ICMA-RC SERVICES, LLC (WASHINGTON DC)
IL
04/09/2001 - 09/06/2002
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
TX
10/15/1997 - 09/27/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/26/1988 - 09/27/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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